PJUN vs VOO

PJUN vs VOO

Which is better, PJUN or VOO?

Option Writing against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPJUNVOO
Expense Ratio0.79%0.03%Best
AUM$971M$997.4B
Dividend Yield0.00%1.04%
Holdings12509
YTD Return+4.70%+12.25%Best
1Y Return+7.23%+17.03%Best
3Y Return (annualized)+11.21%+21.25%Best
5Y Return (annualized)+6.91%+13.08%Best
Volatility (annualized)7.7%Best16.4%
Max Drawdown-16.3%Best-34.3%
$10,000 over 5 years$13,967$18,490Best
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionMay 31, 2019Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2019 to Sep 17, 2026 (7.3 years).

PJUN vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.3 years both funds cover.

PJUN vs VOO Performance

Innovator US Equity Power Buffer ETF - June (PJUN) is an ETF from Innovator ETFs Trust and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PJUN returned +7.23% while VOO returned +17.03%. Year to date, PJUN is up 4.70% versus a gain of 12.25% for VOO.

Over three years, PJUN compounded at +11.21% per year against +21.25% for VOO; over five years the annualized figures are +6.91% and +13.08% respectively. Across the full 7-year window we track, VOO has the edge at +16.29% annualized vs +7.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 7.7% for PJUN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.3% for PJUN and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

PJUN charges 0.79% per year while VOO charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, PJUN currently yields 0.00% against 1.04% for VOO.

You are not choosing between two funds in isolation.

Whichever of PJUN and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PJUNVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PJUN or VOO?

PJUN has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option, by $76 a year on a $10,000 investment.

Which performed better, PJUN or VOO?

Over the past year PJUN returned +7.23% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), PJUN annualized +7.78% vs +16.29% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PJUN or VOO?

VOO has been the more volatile fund at 16.4% annualized versus 7.7% for PJUN. Worst drawdown: PJUN -16.3% vs VOO -34.3%.

Should I hold both PJUN and VOO?

PJUN and VOO have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, PJUN or VOO?

PJUN yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than PJUN?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.